Wordfast Anywhere Project Manager tool Manual

Introduction

The Wordfast Anywhere Project Manager is a tool for....

Terms of use

Overview

A WFA project is defined as a collection of files (DOCx, PDF, XLSx, PPTx, etc.) to be translated, in various language pairs. To do so, files are assigned to linguists who can play various roles, e.g. translator, proofreader, QA.

Prerequisites that make project creation simpler:

• Files must be added before project creation using any of WFA's upload procedures. Note it is possible to add or delete files after project creation, for each language pair.
• TMs and glossaries must be set up under TMs & Glossaries > Setup prior to project creation. You, as a PM, can share your TM with linguists (this is the recommended option: linguists get all matches, exact or fuzzy, and can access Concordance search), or by extracting a project-specific TM to share with them (more limited choices), or by pretranslating files for them, in which case, they get the one single best match for every segment, if applicable, and cannot perform Concordance searches.
• Linguists will be assigned roles (translation, proofreading, QA) during project creation. Linguists must have a WFA account and are known by their login (email address), preferably with a language pair compatible with their assignment.

You, the Project Manager (PM) remains in control of resources: files to be translated, TMs, terminology (glossaries).

Those resources are only shared for the duration of the project, and can be revoked by the PM at any time.

The PM assigns linguists to roles (translator, proofreader, QA) in order to process files until the files are ready for delivery to the client.

The PM has an overview of progress at every level, and can set deadlines.

The PM can issue offers for jobs or roles to WFA users (accounts) who have opted to receive job offers.

Terms of use

Personal data, Project management details, Files, TMs, Glossaries and, generally speaking, all data, are considered privileged information and remain confidential. Wordfast Anywhere will never share or disclose privileged information. We have been in translation technology for over 20 years, as translators ourselves, we take confidentiality seriously and will continue to do so. We do not monetize your data.

Note that the scores and comments that a PM records on a linguist's performance also remain strictly confidential, and are available only to the PM.

Wordfast Anywhere only facilitates the organization of translation projects.

Wordfast Anywhere does not engage in financial deals of any sort with users of the Project Management facility, or with Wordfast Anywhere's users in general.

Wordfast Anywhere has no responsibility in the conduct or outcome of translation projects and/or the interaction of PMs and linguists, or the contents of files.

Please consult our Code of Conduct to be observed when using Wordfast Anywhere's Project Manager.

Best practices

Best practices to use Project manager.

Login in to Wordfast Anywhere Project Manager

To be logged as Project Manager, you just have to use your account email and password and mark the checkbox Log in as Project Manager.

If you do not mark the checkbox, you will log in as any other user and no Project Manager features will be available.

User Interface

Once you are connected to WFA as Project Manager, the workspace appears.

This should look similar to the following screenshot (depending on the browser, operating system or device used to access WFA):

Top Menu

Project Tab

Some of this buttons will be available when more than one file is selected from the list.

Some of this buttons will NOT be available when a document is opened.

This tab has the tools concerning a project.

This are the basic buttons:

• File:Newpm.png: Use it to create a New project.
• File:Openpm.png: Open the selected project from the list.
• File:Closepm.png: Close an opened project.
• File:Removepm.png: Delete the selected project. Only available when no project is opened. Use Close on this tab to close an opened project.
• File:Managelingu.png: Use it to Manage the team of linguists.

Panels

Project List Panel

This panel shows the list of projects.

Use Workspace (root project) to open the Document Panel to see the list of documents as in the standard WFA log in.

Project content Panel

This panel shows the content of the project.

Main areas are:

• Hamburger Menu: Use it to access features that apply to all the project.
• Language Row: In this row several icons will be shown depending on the file selection to perform actions.
• Note this icon allows to add a note to the document.
• File:Removepm.png: Delete the selected project. Only available when no project is opened. Use Close on this tab to close an opened project.
• On the Status bar you'll find information about the project.

Clicking on the file name will open the document. And clicking on each of the other cell text or icon will open the edit dialog for that cell.

Workflow

The project workflow should be:

1. PM creates a project, adds languages, adds files to the languages.
2. PM assign TM, glossary and tasks.
3. As soon as a file has been assigned a TM and a task, the file is shared with the linguist.
4. Linguist works on the file. When his work is finished, revokes the file. This finishes the share.
5. Once the file is revoked, the PM has to manually move it to the next task. This is done automatically if Auto tasking is selected.
6. When all tasks are finished project is finished.

PM has to prepare the files and create the team of linguists before creating the project.

Project Operations

Create a New Project

This will create a new Project.

The project will be saved after you add at least one language pair and one file, using the Hamburger Project menu.

Just a unique Name is need.

Optionally you can add Description and a Currency which will be used to estimate cost on the Project dashboard.

By default Project Manager will be responsible of pushing files to the next task when completion is done. Check Auto taskings to automatically sent files to the next step upon completion

Edit General Properties

Use this to change any of the project properties defined on the project creation.

Adding Languages

Use this to add new languages to the project.

On the selection dialog, choose the source add target languages to be added as a pair.

Adding Files

There are several ways to add files to a project.

• Using Add files to all languages on Hamburger Project menu. This will add the files to all the languages in the project.
• Using Add Files when a new language has been added. This will add the files to that language.
• Using + icon in the File column. This will add the files to the language of the icon row.

On the selection dialog only files that have the same source language of the adding case will be listed. For bilingual files not only source must be the same, but target language also.

Assign TM

For the checked files use the + icon in the TM column to assign a TM to that files.

On the assign dialog the list of TM for the corresponding language are shown. Only one TM will be assigned to the files.

There are different options for the TM use:

• Share TM
  • The selected TM will be shared with linguists.
  • This is the best option to use.
  • Translator will have exact and fuzzy matches.
  • Translator can use concordance.
• Create Project TM (Not implemented yet)
  • The selected TM will NOT be shared.
  • It will be used to create a temporary project TM with the matches from the file/s
  • The temporary project TM will be shared.
• Pretranslate
  • The selected TM will NOT be shared.
  • It will be used to pretransalte the document/s.
  • Only one TU match (the highest) per segment will be available to the translator.
  • Concordance cannot be used.
  • Concordance will only be used in this temporary TM

Once a task has started we do not recommend to change this assignment.

Assign Glossaries

For the checked files use the + icon in the Glo column to assign a glossary to that files.

On the assign dialog the list of glossaries for the corresponding language are shown. Only one glossaries will be assigned to the files.

Assign Task

For the checked files use the + icon in the Task column to assign a task to that files. The task will be assigned to all selected files for this linguist.

There are different cases:

• New global task: A new task not created before.
• New task: A task that is new for the file but it was created and assigned to other files.

On the assign dialog task need to have a Name and a Linguist.

Optionally also can be defined a Deadline and a Note (which will be send to the linguist).

Use Linguist cannot download the shared file to not allow the linguist to download the file.

There are 3 default task names (Translate, Proofread, QA) but PM can add new ones using the + under the task name list that will be stored to be used in future tasks. Using - on a PM created name will remove that name from the stored list.

Move file to next Task

If Auto tasking is not used, when a task is finished (file has been revoked by the linguist), PM has to manually move it to the next task which will share the file with the linguist assigned to that task.

To do so, click on the double arrow on the finished task.

Project dashboard

Use Project dashboard on the Hamburger Project menu to create a report with the costs of the project.

Manage Linguists

This allows the PM to create a team of linguists that will be used on the tasks on the projects.

A linguist can be used in several languages and roles

New Linguist

A linguist can be added using

• New Linguist button which allows to define a new empty linguist.
• + on the language row. This will create the linguist for the corresponding language pair.

Edit Linguist

Clicking on the text of a cell will open the dialog to edit the information for that linguist.